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Update: Improved Financial Account Layout and Orion Transactions
New: Pull New Redtail Notes into LeadCenter New: Organize Tasks with Custom Stages and Kanban View Update: Improved Financial Account Layout and Orion Transactions New: Orion Transactions Now Sync Automatically to Account Details Update: Claudia AI Meeting Content Is Now Private by Default New: Control Meeting Location Options on Each Shared Calendar Link Update: Form Submissions Can Now Fill Missing Contact Details New: Appointment Update Emails Now Show What Changed New: Reply All from Inbox New: Choose Which Email Sends Event Confirmations and Reminders Update: Improved Financial Account Layout and Management New: Link Notes and Tasks to Multiple Contacts New: Connect Intulse to Sync Calls and Text Messages into LeadCenter New: Assign Workflow Tasks by Role with Workflow Service Teams New: Claudia AI Can Now Join Supported Meetings from Synced Outlook and Google Calendars Update: Automatic Contact Matching Now Helps Reduce Duplicate Contacts in Redtail New: Convert Notes into Tasks in One Click New: Bulk Actions on Recurring Tasks Now Give You More Control New: Stage and Closed Date Now Stay Visible on Contacts After They Leave the Pipeline New: Download a Printable Financial Questionnaire for Offline Completion New: Add Claudia AI to Live Meetings or Upload Recordings You Already Have New: Event Confirmation Emails Now Include Calendar Invites New: Bulk Delete Accounts from the Accounts Listing Page New: Apply Claudia AI Settings to All Users New: Prevent Duplicate Contacts When Pushing Contacts to Wealthbox New: Play and Download Claudia AI Meeting Recordings New: Primary and Professional Contacts Are Now Excluded from Duplicate Detection New: Marketing Opt-Outs Are Now Preserved When Merging Contacts New: Choose Event Confirmation Templates When Updating Attendees New: Clear Contact Fields in Update Contact Workflows New: Use Age in Filters, Segments, and Workflows New: Download Call and Meeting Transcripts as PDF New: External Calendar Events Are Now 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Automatic Family Creation & Head of Household Assignment Email Redirects Now Saved to Notes (and No More Duplicate Contacts) Weekly Executive Report by Email New: Enhanced Email Sync Privacy Options New: AI Tools in LeadCenter Sender Signature Shortcode Email Open & Click Notifications Enhanced Calendar View: Smarter Grouping for Synced Appointments Introducing the Servicing Advisor View Send Test Emails with Shortcodes Populated Introducing AI-Powered Follow-Up Emails After Every Zoom Meeting Redirect to a Custom Confirmation Page for Calendars & Events Smarter Workflows, Automated Catchlight Enrichment & More Enhanced Monthly Calendar View: Smarter Grouping and Improved Performance Introducing the "Days in Stage" Filter Across LeadCenter Custom Consent Message for LeadCenter Public Forms Introducing Main and Sleeve Financial Accounts New Notification System in LeadCenter Web & Mobile Apps Introducing LeadCenter University: Your Path to Mastering LeadCenter Upcoming Major Updates to LeadCenter — Coming in the Next Two Weeks! Daily Digest Emails: Your Day, at a Glance Edit Workflows Without Interruptions Important Update: New Business Verification Required for SMS & Voice Services Improved Side Menu Control LeadCenter Mobile App v1.1: View Schedules for Your Team Members on the Go New Feature: TCPA Compliance Message for Text Messaging Personal Notification Preferences: Get the Right Alerts, Only When You Need Them LeadCenter Mobile App v1.0.9: Manage More on the Go Send Event Invitations in Just a Few Clicks View Catchlight Data Instantly in Sales Pipeline Appointment report to track scheduler performance LeadCenter Mobile App Version 1 Released New: Download Financial Accounts from the Accounts Page Ability to Sort by Name in Contacts and Pipeline Dashboards Custom Fields Now in the Overview Section New: Productivity Report Uploading AUM/Insurance Accounts via CSV Assign Scheduler to Leads Assigning Tasks to Teams Q2 2025: Upcoming Features Your Emails, Calls, and Texts—Now Easier to Manage Than Ever Introducing Marketing Opt-In Filters for Text Messages Introducing "Know Your Client" & New Financial Tracking Fields Effortless Task Management with Recurring Tasks Introducing the New Template Icon Introducing Privacy Controls for Tasks, Notes, Calls, Emails, and Text Messages March 2025: Upcoming Features Introducing Private Appointments in LeadCenter Change Host Calendar for Client Review Reminders Simplify Event Management with BigMarker + LeadCenter Integration Streamlined Team Collaboration with Comments & Mentions Three new reports released Capturing Emails from Secondary Email Addresses Group Calendar Enhancements: Pre-bookable Days & Buffer Time New Tasks Page Design: A Better, More Intuitive Experience Direct Wealthbox Integration – No Zapier Needed! 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What's New

New: Pull New Redtail Notes into LeadCenter New: Organize Tasks with Custom Stages and Kanban View Update: Improved Financial Account Layout and Orion Transactions New: Orion Transactions Now Sync Automatically to Account Details Update: Claudia AI Meeting Content Is Now Private by Default New: Control Meeting Location Options on Each Shared Calendar Link Update: Form Submissions Can Now Fill Missing Contact Details New: Appointment Update Emails Now Show What Changed New: Reply All from Inbox New: Choose Which Email Sends Event Confirmations and Reminders Update: Improved Financial Account Layout and Management New: Link Notes and Tasks to Multiple Contacts New: Connect Intulse to Sync Calls and Text Messages into LeadCenter New: Assign Workflow Tasks by Role with Workflow Service Teams New: Claudia AI Can Now Join Supported Meetings from Synced Outlook and Google Calendars Update: Automatic Contact Matching Now Helps Reduce Duplicate Contacts in Redtail New: Convert Notes into Tasks in One Click New: Bulk Actions on Recurring Tasks Now Give You More Control New: Stage and Closed Date Now Stay Visible on Contacts After They Leave the Pipeline New: Download a Printable Financial Questionnaire for Offline Completion New: Add Claudia AI to Live Meetings or Upload Recordings You Already Have New: Event Confirmation Emails Now Include Calendar Invites New: Bulk Delete Accounts from the Accounts Listing Page New: Apply Claudia AI Settings to All Users New: Prevent Duplicate Contacts When Pushing Contacts to Wealthbox New: Play and Download Claudia AI Meeting Recordings New: Primary and Professional Contacts Are Now Excluded from Duplicate Detection New: Marketing Opt-Outs Are Now Preserved When Merging Contacts New: Choose Event Confirmation Templates When Updating Attendees New: Clear Contact Fields in Update Contact Workflows New: Use Age in Filters, Segments, and Workflows New: Download Call and Meeting Transcripts as PDF New: External Calendar Events Are Now Read-Only in LeadCenter New: Set Team Member Priority for Round-Robin Shared Calendars New: Better Filtering and Account-Type Management for Financial Accounts New: Use Catchlight Data in Filters, Segments, Workflows, and Zapier New: Pushed Records Now Reflect the Right Team Member in Wealthbox New: Event Confirmations Now Support Text Messaging New: Create Custom Export Templates for Contact Downloads Pre-Fill Public Calendar Booking Forms with Contact Details Control the Closed Stage Note Prompt Preview and Merge Duplicate Contacts Without Leaving Your Current View Phone Call Transcription Pricing Update: Now $0.064/Minute Prevent a Workflow from Running on the Same Contact Twice Auto-Fill Estimated Investable Assets from Catchlight Redtail Contact and Task Updates Can Now Sync to LeadCenter New Option: Exclude Production Split from Commission Calculation Direct Integration with Gmail and Google Workspace Replace Linked Custodian Account Pause Event Registration Without Unpublishing the Event Link Multiple Unlinked Accounts at Once Download Notes as PDF Reports New: Notes & Mobile UX Enhancements New: SMS Quick Reply in Text Conversations New: Sync Seminars & Attendees with Zapier New: Claudia AI — Your AI Meeting Assistant Inside LeadCenter New: Dialpad Integration for Calls, Recordings, and Transcriptions New: Amount-Based Commissions for Writing Advisors New: View Multiple Calendars in the Mobile App Appointments with Contacts Without Email New: Google Meet Integration for Appointments New: Associate Contacts with Time Blocks (No Client Notifications) New: Work Week View & Calendar Display Settings New: Household-Level View for Families New: Additional Pipelines for Deals, Projects, and Custom Workflows New: Companies + Deals for B2B Teams New: Sync Orion Insurance Accounts into LeadCenter New: Add Conditional Paths to Your Workflows Add New Contacts with Additional Fields and Copy Records to Spouse New: Internal Subject for Appointments Update Existing Contacts Using CSV New: Capture Calls and Leads from RingCentral and GoTo Connect Automate Follow-Up from Website Forms with Form Submission–Triggered Workflows New: Automate Appointment Workflows with a New Trigger and Wait Node Event Attendee Export Now Includes Address and Tags Build High-Converting Landing Pages with AI — No Coding Required (Beta) Schedule Microsoft Teams Meetings from LeadCenter Cleaner UI with New Peek Icon, Click-to-Call/Email, and Faster Page Loads Redesigned LeadCenter Interface — Simpler, Faster, and Built on Advisors’ Feedback Customize Your Home Page Layout with Widgets Trigger Workflows When Contact Tags Change New Shortcodes Format in Email and Text Templates Manage Your Sales Pipeline with the New Kanban View Record Notes and Messages with AI Speech-to-Text Expected Production Field Added to Sales Pipeline Contacts Push Account Updates to Redtail New: Push Tags & Keywords to Redtail and Tasks & Notes to Wealthbox Set Appointment Reminders by Category Automatic Family Creation & Head of Household Assignment Email Redirects Now Saved to Notes (and No More Duplicate Contacts) Weekly Executive Report by Email New: Enhanced Email Sync Privacy Options New: AI Tools in LeadCenter Sender Signature Shortcode Email Open & Click Notifications Enhanced Calendar View: Smarter Grouping for Synced Appointments Introducing the Servicing Advisor View Send Test Emails with Shortcodes Populated Introducing AI-Powered Follow-Up Emails After Every Zoom Meeting Redirect to a Custom Confirmation Page for Calendars & Events Smarter Workflows, Automated Catchlight Enrichment & More Enhanced Monthly Calendar View: Smarter Grouping and Improved Performance Introducing the "Days in Stage" Filter Across LeadCenter Custom Consent Message for LeadCenter Public Forms Introducing Main and Sleeve Financial Accounts New Notification System in LeadCenter Web & Mobile Apps Introducing LeadCenter University: Your Path to Mastering LeadCenter Upcoming Major Updates to LeadCenter — Coming in the Next Two Weeks! Daily Digest Emails: Your Day, at a Glance Edit Workflows Without Interruptions Important Update: New Business Verification Required for SMS & Voice Services Improved Side Menu Control LeadCenter Mobile App v1.1: View Schedules for Your Team Members on the Go New Feature: TCPA Compliance Message for Text Messaging Personal Notification Preferences: Get the Right Alerts, Only When You Need Them LeadCenter Mobile App v1.0.9: Manage More on the Go Send Event Invitations in Just a Few Clicks View Catchlight Data Instantly in Sales Pipeline Appointment report to track scheduler performance LeadCenter Mobile App Version 1 Released New: Download Financial Accounts from the Accounts Page Ability to Sort by Name in Contacts and Pipeline Dashboards Custom Fields Now in the Overview Section New: Productivity Report Uploading AUM/Insurance Accounts via CSV Assign Scheduler to Leads Assigning Tasks to Teams Q2 2025: Upcoming Features Your Emails, Calls, and Texts—Now Easier to Manage Than Ever Introducing Marketing Opt-In Filters for Text Messages Introducing "Know Your Client" & New Financial Tracking Fields Effortless Task Management with Recurring Tasks Introducing the New Template Icon Introducing Privacy Controls for Tasks, Notes, Calls, Emails, and Text Messages March 2025: Upcoming Features Introducing Private Appointments in LeadCenter Change Host Calendar for Client Review Reminders Simplify Event Management with BigMarker + LeadCenter Integration Streamlined Team Collaboration with Comments & Mentions Three new reports released Capturing Emails from Secondary Email Addresses Group Calendar Enhancements: Pre-bookable Days & Buffer Time New Tasks Page Design: A Better, More Intuitive Experience Direct Wealthbox Integration – No Zapier Needed! Automate RMD Tracking & Stay Compliant Effortlessly Upcoming Features in February 2025 Smarter Lead Insights—Catchlight Now in LeadCenter! Your Seminars, Your Way—Now with Custom Registration Questions! Automate AUM Production Calculations with LeadCenter LeadCenter Now Seamlessly Integrates with Smarsh Jan 6th 2025 Feature Update Organize Campaigns Directly Under Sources Ready for 2025? Simplify Year-End Planning with Executive Reports Introducing Event Roster & Name Tags for Seamless Event Management LeadCenter.AI Achieves SOC 2 Type 2 Certification! Most Americans Don’t Answer Calls From Unknown Numbers. How to solve this issue! Simplify Client Data Collection with LeadCenter’s Secure Financial Questionnaire Reports migration to Google BigQuery Bulk Update Across All Contacts is Now Available! Extra Security to Protect Your LeadCenter Account Rapid Lead Response New Workflow Enhancement: Introducing Delay Step Take Your Event Management to the Next Level Increase Productivity and Save Time with LeadCenter Peek Unlock Your Advisory Firm's Full Automation with Workflows New Subject Lines for Appointment System Email Notifications Click-to-Call and Measuring Scheduler Performance Email Marketing Campaigns Announcement Click-To-Call Solution Announcement Multiple writing Advisors Per Account Integrated Email Marketing with SendGrid Stay Compliant with Automated Client Review Reminders by Email and SMS AI Meeting Prep That Gets You Ready Before Every Appointment

Update: Improved Financial Account Layout and Orion Transactions

05/20/2026

Starting Thursday, May 21, we’re rolling out improvements to the financial account layout in LeadCenter, along with Orion transaction sync on account details pages.

These improvements make account relationships easier to understand, especially for firms using Orion-linked accounts and sleeved registrations. This release also adds Orion transaction sync, so supported transaction activity can appear directly on account details pages.

Coming May 21: These updates apply to financial accounts in LeadCenter, with several improvements specifically for firms connected to Orion. If you do not see these changes yet, they will become available after the release is deployed.

What’s Included

  • Related accounts are easier to understand — Account groupings now use clearer LeadCenter language while still preserving Orion-specific sleeve details where relevant.
  • Account groups are easier to review — Main accounts and related accounts now display more clearly across account detail pages and the All Accounts page.
  • Totals are cleaner — LeadCenter now calculates group totals using the main account plus all related accounts.
  • Account linking is easier — Orion unlinked accounts can now be grouped by registration, making it easier to review and link accounts that belong together.
  • Custodial accounts are handled more safely — When linking Orion registrations, LeadCenter can set custodial wrapper issued amounts to $0 to help avoid double-counting.
  • Orion transactions sync automatically — Supported Orion transactions can now appear directly on the account details page.
  • Transaction actions are available from the account record — Eligible transactions can be converted into account actions such as sleeve accounts or company fee payments.

A Quick Orion Terms Refresher

In Orion, a sleeved registration can include a custodial account and one or more sleeves. LeadCenter now handles these structures more clearly so the account group is easier to review and report on.

  • Custodial account — The main account held at the custodian. In a sleeved registration, this acts like the parent account, while the sleeves represent different portions of that account.
  • Normal sleeve — A standard investment sleeve inside the custodial account. Normal sleeves are typically tied to a model, strategy, or investment allocation.
  • Contribution sleeve — A sleeve used to manage incoming money, such as deposits or contributions.
  • Distribution sleeve — A sleeve used to manage outgoing money, such as withdrawals or distributions.

Plain English: think of the custodial account as the full account at the custodian. A normal sleeve is one investment bucket inside that account. The contribution sleeve handles money coming in, and the distribution sleeve handles money going out.

Improved Financial Account Layout and Management

On account detail pages, the previous Sleeves section is now labeled Related accounts. This helps avoid confusion between LeadCenter account groupings and Orion’s own sleeve terminology. If an account belongs to a related account group, LeadCenter shows the main account and related accounts together so you can see the full picture.

Related accounts panel showing the main account and related Orion sleeves
Related accounts now show the main account and its related Orion sleeves in one clear group.

On the All Accounts page, collapsed groups show the total issued and current amounts for the full group. When you expand a group, LeadCenter shows the main account and related accounts separately, along with a total row for the group.

All Accounts page showing a collapsed related account group with total issued and current amounts on the main row
When a related account group is collapsed, the main row shows the total issued and current amounts for the full group.
All Accounts page showing an expanded related accounts group with total issued and total current amounts
Expanded account groups show each related account plus a total row for the full group.

The Orion Unlinked Accounts page now groups accounts by Orion registration ID. This makes it easier to identify which Orion accounts belong together before linking them into LeadCenter.

Orion Unlinked Accounts page showing accounts grouped by registration with registration-level actions
Orion unlinked accounts are now grouped by registration, with actions to link or delete the full registration group.

When linking an Orion registration that includes a custodial wrapper, LeadCenter can set the custodial account’s issued amount to $0. This helps prevent the same money from being counted twice when the actual value is represented inside the related sleeves.

Orion account linking modal showing the option to set custodial account issued amount to zero
When linking custodial accounts, LeadCenter can set the issued amount to $0 to help avoid double-counting.
Please note: The term Related accounts is LeadCenter’s grouping language. Orion sleeve types, such as Custodial, Normal, Contribution, or Distribution, are still preserved and shown where relevant.
Good to know: You can now edit the issued amount on a previous-year account. Because this can affect historical reporting and commissions, LeadCenter shows a warning before saving that change.

Orion Transactions on Account Records

For firms connected to Orion, LeadCenter will automatically sync supported transaction activity and display it directly on account details pages. This gives your team one place to review Orion transaction activity and take action on it without leaving the account record.

Open the account details page and look for the Transactions card. From there, you can review synced transactions, search them by type, amount, security, or comments, and select multiple transactions for bulk actions.

Orion transactions shown on the account details page with multiple transactions selected and bulk actions available
Review synced Orion transactions on the account record and use bulk actions to convert or delete multiple transactions at once.

Use the action menu on an individual transaction to convert it into a sleeve account or a company fee. Bulk actions are also available for sleeve conversion, fee conversion, and deletion.

Transaction action menu showing options to convert a transaction to a sleeve account or company fee
Use the transaction action menu to convert individual transactions into sleeve accounts or company fees.
Please note: When an Orion account is unlinked from a LeadCenter account, synced transactions are preserved on the account and are not deleted.
Also important: Orion transactions currently sync for supported contribution, distribution, fee, and merge/account transfer types. Other Orion transaction types, such as buys, sells, dividends, and reinvestments, are not included by default.

Additional Improvements

  • Clickable Orion IDs — Orion account IDs can now be opened directly in Orion from more places in LeadCenter.
  • Optional Orion columns — Orion ID and Orion registration ID can be added to the All Accounts page using the column picker when Orion is connected.
  • Clearer column names and tooltips — Several account columns now have clearer names and helpful explanations.
  • Pull accounts with no current value — A new Orion setting allows LeadCenter to pull accounts with no current value, which is useful for custodial wrappers, contribution sleeves, distribution sleeves, and newly opened accounts that have not been funded yet.
  • Daily transaction syncing — New supported Orion transactions continue syncing daily to help keep account activity up to date.

Why It Matters

  • More confidence in account views — Advisors and operations teams can more easily understand which account they are viewing and how it fits into the full account group.
  • Cleaner reporting — Group totals and custodial account handling help reduce confusion and avoid double-counting custodial wrapper values.
  • Easier account linking — Grouping unlinked Orion accounts by registration makes it easier to link related accounts together correctly.
  • Better transaction visibility — Orion transaction activity can be reviewed directly from the account record instead of switching between systems.
  • Faster account actions — Eligible transactions can be converted into sleeve accounts or company fee payments directly from LeadCenter.

Questions? support@leadcenter.ai

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